MARKETS5 July 2026· 10 min

European Supply Chain Restructuring: The €2.3T Reshaping After Global Shocks

From COVID-19 to the Russia-Ukraine war, European supply chains have absorbed unprecedented shocks. Discover how corporations and policymakers are redrawing the map of global trade — and what it means strategically.

InekIA Editorial Team

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SOURCES

[1]McKinsey Global Institute — 'Geopolitics and the geometry of global trade' (2023)

[2]European Commission — Critical Raw Materials Act & European Chips Act (2023)

[3]IMF World Economic Outlook — 'Geoeconomic Fragmentation and the Future of Multilateralism' (2023)

[4]OECD — 'Reshaping Global Value Chains: Opportunities and Risks' (2023)

[5]Eurostat — EU Energy Dependency Statistics (2021–2024)

[6]European Central Bank — Euro Area Supply Chain Indicators (2024)

[7]BloombergNEF — Ukraine Critical Minerals Supply Impact Report (2022)

[8]EFPIA — European Pharmaceutical Industry Report (2022)

[9]Deloitte — European CFO Survey on Supply Chain Strategy (2023)

[10]Port of Rotterdam Authority — Annual Report (2021)

[11]European Automobile Manufacturers' Association (ACEA) — Production Impact Report (2022)